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From this section, the link Manage Users & Groups via Excel is available. It allows you to download a Excel Workbook allowing you to prepare and delegate the Project Role Management of your Projects.

This Excel Workbook contains 2 sheets :

  • The Main sheet,
  • The ProjectUsers sheet 

Main sheet

In this sheet, you will be able :

  • to complete its settings
  • to read a short User Guide explaining how to use it
  • to read the Release Notes related this Excel Workbook

ProjectUser sheet

In this sheet, you will be able :

  • to retrieve the current Project Role membership
  • to create new users
  • to update a part of their details
  • to grant/revoke Users or/and Groups to the Project Roles

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